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Producer Manager

Your Single Source of Truth.

A central vault for producer data that is always secure and up to date. Ensure you and your producers always know the answer to the crucial question: Are my producers authorized to sell?

  • Never doubt data
    Data updates directly from the National Producer Database

  • Accurate transaction processing
    Verified regulatory transactions based on Vertafore's compliance research, processed in bulk

  • Utilize industry best practices
    Just-in-time appointments, automated producer credential synchronization, producer hierarchy management

  • Access it everywhere
    SaaS availability, single-sign on, and easy integration with your core systems

 Training & Support

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"When factoring in everything we've implemented to date, we're saving about 40 hours a month. At the same time, we've been able to expand without additional staffing"

Pamela Griffith,
ALMI, Director, Agency Department,
Bankers Fidelity Life Insurance Company


Bankers Fidelity takes a "no pain, all gain" approach to move from paper to automation.

"We were able to key in information, choose the state in which we were going to appoint an agent, and go. This was a significant improvement over our paper process, allowing us to expand in states without adding personnel"